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June 15th, 2021
Jefferson Bank wealth management firm rebrands; will move into Broadway tower

Jefferson Bank’s wealth management arm will move into the regional financial institution’s future Broadway office tower and is getting a new name to match its future home. Monticello Wealth Management, […]

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May 19th, 2021
Monticello Wealth Management Discusses What Clients Need to Know for 2021 Tax Season and Potential Tax Changes Under Biden Administration

San Antonio-Based Monticello Wealth Management Gives Sound Advice on How to Interlace Tax and Investment Decisions to Achieve Wealth ObjectivesSan Antonio-based investment advisor company Monticello Wealth Management (Monticello) today discussed […]

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May 19th, 2021
After surpassing $1B in assets, Jefferson Bank-owned money manager targets expansion in 2021

A fast-growing wealth management firm owned by San Antonio-based Jefferson Bank expects its momentum to continue in 2021 while expanding to new areas in South Texas. Monticello Wealth Management, founded […]

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